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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,371 | $150,447-41.9% | $136,298-35.9% | $147,586-40.8% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 18.19% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $1,433 | $5,256-72.7% | $4,696-69.5% | $4,876-70.6% |
| Participant deferral / active EE | $5,772 | $6,631-13.0% | $6,247-7.6% | $5,439+6.1% |
| Admin fee / account holder | $3,719 | $10,906-65.9% | $9,244-59.8% | $10,886-65.8% |